Firm
Martin Wealth Solutions
Christiansburg, Virginia
Fee-only
Martin Wealth Solutions at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 10 employees and 896 individual clients, 98 of them high net worth.
- Its average account is about $230,000 (assets it manages divided by its 1,638 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Christiansburg, Virginia |
|---|---|
| Website | planwellretirehappy.com |
| Phone | (540) 639-4810 |
Martin Wealth Solutions fees
Martin Wealth Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $377 million |
| Individual clients | 798 |
| High-net-worth clients | 98 |
| Accounts managed | 1,638 |
| Employees | 10 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-126115) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 283428 |